BBPWM
Blue Bell Private Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
2,219
+1,305
| +143% | +$324K | 0.09% | 130 |
|
|
2025
Q1 | $242K | Hold |
914
| – | – | 0.05% | 195 |
|
|
2024
Q4 | $232K | Hold |
914
| – | – | 0.04% | 195 |
|
|
2024
Q3 | $258K | Hold |
914
| – | – | 0.05% | 191 |
|
|
2024
Q2 | $243K | Hold |
914
| – | – | 0.05% | 177 |
|
|
2024
Q1 | $247K | Hold |
914
| – | – | 0.05% | 164 |
|
|
2023
Q4 | $229K | Hold |
914
| – | – | 0.05% | 151 |
|
|
2023
Q3 | $215K | Hold |
914
| – | – | 0.06% | 135 |
|
|
2023
Q2 | $224K | Hold |
914
| – | – | 0.06% | 129 |
|
|
2023
Q1 | $218K | Hold |
914
| – | – | 0.07% | 118 |
|
|
2022
Q4 | $227K | Hold |
914
| – | – | 0.07% | 104 |
|
|
2022
Q3 | $204K | Hold |
914
| – | – | 0.07% | 103 |
|
|
2022
Q2 | $215K | Sell |
914
-73
| -7% | -$17.2K | 0.07% | 96 |
|
|
2022
Q1 | $251K | Hold |
987
| – | – | 0.07% | 95 |
|
|
2021
Q4 | $263K | Buy |
+987
| New | +$263K | 0.07% | 91 |
|